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Understanding Inherited IRAs
At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may in the future. […]
Ryan LeBlanc
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Trump’s choices for key administrative officials will outline his political priorities
Donald Trump has completed his landmark quest and will become the nation’s 45th president after a contentious and often divisive campaign. […]
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Don’t worry about your portfolio this election season
As we get closer to election day, the most common question people ask me is, “What is the election going to do to my investments?”
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Don’t let politics distract attention from long-term investments plans
As we embark on the second half of 2016, the headlines and much of our attention will be focused on the 2016 presidential election, which can distract us with the barrage of promises and heightened political drama. […]
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Investing doesn’t ease up in summer
June is full of major market events, which may go a long way toward determining the direction of the stock market for the rest of the year. […]
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Merging your money when you marry
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your future. […]
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Are you prepared to retire?
Retirement used to conjure up images of lazy days spent in a rocking chair. […]
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How to tell if you’re ready to retire
How do you know you’re ready and that it’s finally time to take the leap […]
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Health care costs will take a bigger bite out of Social Security
For many retirees and their families, Social Security provides a dependable source of income. In fact, for the majority of retirees, Social Security accounts for at least half of their income (Source: Fast Facts & Figures About Social Security, 2013). […]